Neil Breaux
๐ค SpeakerAppearances Over Time
Podcast Appearances
They'll manage their workforce.
We'll give them the licenses to do that.
Yeah, there's at least 7.8 million technicians, 8 million technicians around the world.
To give context of why your question around that 400 customers, how much they could continue to grow, only 300,000 to 400,000 or thereabouts are technicians that are using service specs.
The predominance of, so you're asked, like you might say, well, who's using the 8 million?
It's actually not our competitors, right?
We have smaller competitors.
Most of it is still manual processes.
You put these guys and gals out in the field and they're using their spreadsheets or their clipboards to figure out how to solve an issue.
Absolutely.
Yep.
Oh, I see.
I see.
That's why the runway is so long here is those technicians aren't actually using a competitor tool.
They're using pen and paper Excel.
Yeah, we balance the, since we're a private company and we're growing at the pace that I'm talking about, we've been fortunate enough as we've been scaling into free cash flow positive, the pinpointing for a Wall Street analyst to get at the end of Q2, a rule of 40, a rule of 50, rule of 60.
is not the theme that we push on, right?
Ultimately, it's the progress of the business.
We have very much in our line of sight, how do we get to 40, 50, 60?
And if you look at those types of growth rates, it's just a small inflection of free cash flow margin that we got to create to get to it.